先说一下我自己投资$Rattler Midstream(RTLR)$ 的主要逻辑:
1)最主要是看中它后面的爹—FANG,是Permian盆地核...查看全文
肖恩她爹2021-02-18 07:21
刚才看了一下$Enlink Midstream(ENLC)$ 昨天发的8-k及刚发的10-K文件,2020年的业绩都超过Q3时给的全年指引了,非常不错。EBITDA超过指引,达到了1.39亿(其中有5600万为来看顾DVN的一次性MVC收入);DCF达到6.8亿,分红及增长性资本支出后的自由现金流达到了3.1亿,杠杆降至了4.1X,很不错了。
肖恩她爹2020-11-05 07:54
$能源转换(ET)$ 破鼓万人捶的ET,原来并没有要倒闭,Q3业绩也是亮眼,尤其是NGL部门Adjusted EBITDA更是增长了14%!不过公司确实不地道,上周宣布削减50%股息时只字不提为什么削减股息,非要等到今天CC上才明确地说“坚定降杠杆”,上周有多少持有者割肉骂娘啊!今天$Rattler Midstream(RTLR)$ 就...查看全文
肖恩她爹2020-11-05 07:13
$Enlink Midstream(ENLC)$ $Rattler Midstream(RTLR)$ 外又一个Q3业绩恢复甚至增长的midstream,同时宣布1亿美元的股票回购计划。公司总计4.9亿股,其中控股股东占比46%,剩下约2.65亿股。若按今天收盘价2.61计算,最多可以回购3831万股,约占控股股东外普通股的14.5%
Q3业绩不错:
1) Adj...查看全文
肖恩她爹2020-11-05 06:27
$Rattler Midstream(RTLR)$ 股息从0.29削减至0.2,但计划用节余的股息+部分运营资金回购最多1亿美元普通单元。按今天的收盘价6.26计算,按上限计算是1600万股,占流通在外4380万股的36.5%!哇!!!查看全文
$Rattler Midstream(RTLR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001748773-22-000061 Size: 5 KB 网页链接
$Rattler Midstream(RTLR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001748773-22-000055 Size: 5 KB 网页链接
$Rattler Midstream(RTLR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001748773-22-000056 Size: 6 KB 网页链接
$Rattler Midstream(RTLR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001748773-22-000057 Size: 5 KB 网页链接
$Rattler Midstream(RTLR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001748773-22-000058 Size: 5 KB 网页链接
$Rattler Midstream(RTLR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001748773-22-000059 Size: 5 KB 网页链接
$Rattler Midstream(RTLR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001748773-22-000060 Size: 5 KB 网页链接
$Rattler Midstream(RTLR)$ 8-K Current report, items 1.02, 2.01, 2.03, 3.01, 3.03, 5.02, 5.03, 7.01, and 9.01 Accession Number: 0001193125-22-228618 Act: 34 Size: 187 KB 网页链接
$Rattler Midstream(RTLR)$ S-8 POS Securities to be offered to employees in employee benefit plans, post-effective amendments Accession Number: 0001193125-22-228634 Act: 33 Size: 18 KB 网页链接
$Rattler Midstream(RTLR)$ 25-NSE Notification filed by national security exchange to report the removal from listing and registration of matured, redeemed or retired securities Accession Number: 0001354457-22-000476 Act: 34 Size: 3 KB 网页链接